Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $998 | $46,596-97.9% | $64,099-98.4% | $75,181-98.7% |
| Participation rate | 55.8% | 65.9%-10.2pp | 72.3%-16.5pp | 67.2%-11.4pp |
| Annual return | 162.33% | 26.04%+136.3pp | 33.70%+128.6pp | 160.69%+1.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $553 | $2,837-80.5% | $3,881-85.7% | $4,126-86.6% |
| Admin fee / account holder | $13 | $2,954-99.6% | $3,070-99.6% | $5,650-99.8% |